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  • MDM - Customer 360 10.5 HotFix 3
  • All Products

Table of Contents

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  1. Preface
  2. Introduction to Informatica MDM - Customer 360
  3. Getting Started
  4. Adding Records
  5. Working with Draft Records
  6. Finding Records
  7. Editing Records
  8. Managing Record Versions
  9. Importing Bulk Data
  10. Viewing Tasks
  11. Participating in Review Processes
  12. Managing Tasks
  13. Resolving Duplicates
  14. Investigating Data Changes
  15. Investigating Relationships
  16. Creating Customer Profiles on the Customer Portal

User Guide

User Guide

Back Next

Claiming Tasks

Claiming Tasks

Claim tasks that you want to work on. This ensures that other users cannot work on the tasks while you work on them.
  1. Click
    Task Manager
    .
    The task panel contains a list of tasks.
  2. Click
    Available Tasks
    .
    The task panel lists all the unassigned tasks for your user group.
  3. Optionally, to find tasks to manage, use custom filters or search.
    • Click the
      Filters
       icon, and then add filters.
    • In the search box, enter a search term, and then click the search icon.
    For more information, see Finding Tasks.
  4. Select a task and review the task details, comments, and attachments.
    1. Click the
      Comments
       tab, and then review the comments.
    2. Click
      Task Details
      .
    3. Review the details of the task, such as the priority and due date.
    4. Download attachments in the
      File Attachments
       section.
    5. Click
      Cancel
      .
  5. Repeat step 4 to find additional tasks that you want to claim.
  6. Select the check box beside the tasks that you want to manage.
    The
    Selected
     list appears.
  7. From the
    Selected
     list, select
    Claim
    .
The task panel updates. The tasks appear in the
My Assigned Tasks
 tab. Your user name appears in the
Owner
 field of the tasks.
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